We’re Main Street, Not Wall Street

Founded in 1990 by the National Rural Electric Cooperative Association, RE Advisers manages $9.0 billion in institutional, pension plan and mutual fund assets as of June 30, 2019.

About RE Advisers

Our roots in pension plan management have shaped our approach to investing and our company’s culture.

  • Client focused
  • Prudent balancing of risk and return
  • Competitive and transparent fee structures

Award-Winning Small-Cap Equity Management

In March of 2016, Lipper named the RE Advisers-managed Homestead Small-Company Stock Fund the top fund in the small-cap core category for the 10-year period ending November 2015. There were 168 funds evaluated for this award. The Lipper Fund Awards are based on the Lipper Leader ratings for Consistent Return. For more information about this Lipper award, select the award image.

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Over 100 Years of
collective experience

RE Advisers’ portfolio management team employs traditional, yet multi-dimensional approaches to value investing in both equity and fixed-income strategies.

  • Mutual funds
  • Institutional portfolios
  • Separate account management

Let's Work Together

RE Advisers-managed mutual funds are available to advisors and other intermediaries on a number of third-party platforms including Pershing, National Financial Services, TD Ameritrade and Charles Schwab.

For more information about our company history and mutual fund offerings, please visit www.homesteadfunds.com.

Contact Us

We’d be pleased to provide more information about our strategies and welcome your call.

Mark Santero
President & CEO